Past Events
Cross Pollinate Exploration – Establishing Your Families’ Office
This Cross Pollinate Exploration via Zoom is intended for rising generations that are in the process or have set up family offices following a liquidity event for their parents or an earlier generation. Join your peers on April 22nd at 1pm ET, 10am PT in sharing your experiences, perspective and questions in building an investment […]
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Cross Pollinate Portland Wine & Experience Sharing Dinner At Chelo
Sharing experiences is one of the primary ways we learn from our peers. Come share your experiences and stories and learn from others at the private dining room at Chelo, an Award winning seasonally inspired Mexican restaurant in NE Portland. We will be meeting in the small private dining room where you can hear your […]
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Cross Pollinate Portland Lunch
Get perspective, ask questions and share your experiences with family office peers over lunch at the Arlington Club. This is a “no-host” lunch on April 2nd from noon to 2pm with a maximum attendance of 12 people.
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Cross Pollinate Exploration – Selecting a Wealth Manager
Thinking about outsourcing a portion or all of the wealth management for your family, or have you already? Join peers on April 1st at 1pm Eastern, 10am Pacific for a topical exploration on how evaluate and select an outside advisor to assist you in the management and allocation of your financial wealth. Come prepared to […]
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Cross Pollinate Exploration – Estate Planning – Experiences after the fact
Join the conversation on March 21st at 1pm Eastern, 10am Pacific with peers sharing their perspective, experiences and questions in regards to the passing of family members as well as the seen and unforeseen consiquences and effect in this confidential environment. Attendance for this 90 minute topical exploration via Zoom will be limited to 12 […]
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Cross Pollinate New York Dinner
Gather with family office peers to share your experiences, ask questions and learn from them over a “no-host” dinner from 6-9pm. There is a maximum attendance of 12 people for this event.
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Cross Pollinate Exploration – Leaving a Legacy of Values
Join your peers in a topical exploration on how best to leave a legacy of values with future generations. Come prepared to share your perspective, questions and experiences in this confidential environment. Attendance for this 90 minute topical exploration via Zoom will be limited to 12 participants.
Learn MoreCross Pollinate Portland – Building a Family Office Lunch
Get perspective, ask questions and share your experiences with family office peers over lunch at the Arlington Club. This is a “no-host” lunch from noon to 2pm with a maximum attendance of 12 people.
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Annual Wine Retreat
Unlike the typical family office conference, Wine Retreat attendees have the opportunity to connect deeply with their peers on topics of shared interest in a relaxed and confidential environment. The unique, lightly-structured environment, is intended to provide fertile ground for open-ended conversation with other family office principals and executives to build trust and learn from […]
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